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Disclosery

AGG ISHARES TR

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SHS (fund)

1,891 managers (1,913 13F filers) reported a position in AGG shares at 2025-06-30, 1,209,488,820 shares in all. 92 filers opened a position and 110 filers sold out during the quarter.

Managers
1,891
13F filers
1,913
New
92
Added
851
Reduced
743
Sold out
110
Shares held by filers
1,209,488,820

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Eldridge Investment Advisors, Inc.67,472$6.67M1.39%-6,72213F-HRTimeline
Lionsbridge Wealth Management LLC66,944$6.64M6.61%+2,19813F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.66,487$6.6M0.3%-17,96513F-HRTimelineGroup
Northeast Financial Group, Inc.in group Northeast Financial Group, In…65,959$6.54M2.07%+10,23013F-HRTimelineGroup
TOEWS CORP /ADV65,824$6.53M0.95%+3,61113F-HRTimeline
Redwood Park Advisors LLC65,824$6.53M5.01%+3,01413F-HRTimeline
Integrated Advisors Network LLC65,354$6.48M0.29%-28,29913F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp65,301$6.48M0.68%-1,93513F-HRTimelineGroup
TPG Advisors LLC65,043$6.45M4.67%+3,60113F-HRTimeline
RKL Wealth Management LLC64,855$6.43M0.57%+13,70913F-HRTimeline
PFW Advisors LLC64,450$6.39M1.97%-74513F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding64,448$6.39M-7,024Timeline
ARRIEN INVESTMENTS, INC.64,266$6.38M4.03%-1,73313F-HRTimeline
Linscomb Wealth, Inc.64,063$6.36M0.29%+6313F-HRTimeline
Strategic Financial Concepts, LLC63,572$6.31M0.89%+20,91013F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.63,250$6.26M0.16%+7,16913F-HRTimelineGroup
NAPLES GLOBAL ADVISORS, LLC62,703$6.22M0.54%+1,73313F-HRTimeline
Gemmer Asset Management LLC62,659$6.22M0.55%-2,60813F-HRTimeline
Avidian Wealth Enterprises, LLC62,631$6.21M0.25%-8,09513F-HRTimeline
Alamar Capital Management, LLC62,242$6.17M3.35%+5,84813F-HRTimeline
Innova Wealth Partners61,785$6.13M3.6%-5,11513F-HRTimeline
BURKE & HERBERT BANK & TRUST CO61,780$6.13M1.37%-35513F-HRTimeline
DMC Group, LLC61,602$6.11M4.75%+3,36213F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC61,393$6.09M0.16%+8,85613F-HRTimelineGroup
Element Wealth, LLC61,298$6.08M2.8%-74013F-HRTimeline
Independent Advisor Alliance61,158$6.07M0.17%+3,88713F-HRTimeline
Waterloo Capital, L.P.60,655$6.02M0.49%-109,79713F-HRTimeline
Family Firm, Inc.60,626$6.01M1.45%+4,53213F-HRTimeline
Creekmur Asset Management LLC60,559$6.01M1.06%-74,92313F-HRTimeline
Golden Bell Financial Planning LLC60,237$5.98M5.63%-3,68113F-HRTimeline
LeConte Wealth Management, LLC59,747$5.93M4.01%+24,96213F-HRTimeline
Graypoint LLC59,487$5.9M0.33%-1,39313F-HRTimeline
FIRST MANHATTAN CO. LLC.59,125$5.87M0.02%new13F-HRTimeline
Stonegate Investment Group, LLC58,864$5.84M0.15%-1,50613F-HRTimeline
Asset Allocation Strategies LLC58,778$5.83M1.29%+26,85013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC58,712$5.82M0.12%+5,48413F-HRTimelineGroup
GREENUP STREET WEALTH MANAGEMENT LLC58,674$5.82M1.01%-4,37213F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.57,961$5.75M0.98%+3413F-HRTimeline
WCG Wealth Advisors LLC57,958$5.75M0.37%new13F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/57,819$5.74M0.29%+4,26213F-HRTimeline
Kovack Advisors, Inc.57,741$5.73M0.56%+11,36613F-HRTimeline
Bryn Mawr Trust Advisors, LLC57,735$5.73M0.31%+3,79513F-HRTimeline
Shelter Mutual Insurance Coin group Shelter Mutual Insurance Co57,660$5.72M1.33%013F-HRTimelineGroup
Empower Advisory Group, LLC57,075$5.66M0.02%-5,14113F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…56,280$5.58M1.79%+57213F-HRTimeline
Grove Bank & Trust56,217$5.58M0.7%+1,31913F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC56,104$5.57M1.07%+6,31613F-HRTimeline
Midwest Professional Planners, LTD.56,091$5.56M1.47%+1,43313F-HRTimeline
Edge Financial Advisors LLC56,298$5.56M2.93%-30,40313F-HRTimeline
D L CARLSON INVESTMENT GROUP INC55,059$5.46M1%+16,98813F-HRTimeline
Valeo Financial Advisors, LLC54,633$5.42M0.13%+11013F-HR/ATimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding54,587$5.42M+5,380Timeline
Belpointe Asset Management LLC54,243$5.38M0.22%+7,99613F-HRTimeline
FourThought Financial Partners, LLC54,068$5.36M0.53%-1,43013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC53,658$5.32M0.42%-1,59013F-HRTimeline
Proficio Capital Partners LLC52,662$5.22M0.33%-5,87213F-HRTimeline
WealthTrust Asset Management, LLC52,341$5.19M3.88%-6,70313F-HRTimeline
XML Financial, LLC52,230$5.18M0.45%+6,16013F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.51,805$5.14M0.61%+40213F-HRTimeline
CX Institutional51,567$5.12M0.18%-21,61213F-HR/ATimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC51,559$5.11M0.59%+10,10913F-HRTimelineGroup
BLUESTEM FINANCIAL ADVISORS, LLC51,464$5.11M2.19%-1,10813F-HRTimeline
Pandora Wealth, Inc.51,342$5.09M3.13%-52913F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.51,281$5.09M0.25%+2,91213F-HRTimelineGroup
Global Assets Advisory, LLC51,104$5.05M1.97%-66,78613F-HRTimeline
Glenview Trust Co50,728$5.03M0.09%+2,60413F-HRTimeline
FFT WEALTH MANAGEMENT LLC50,366$4.99M0.98%-33,78313F-HRTimeline
Impact Capital Partners LLC50,181$4.98M1.63%+7,81613F-HRTimeline
Ullmann Wealth Partners Group, LLC50,027$4.96M0.59%+6,34513F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA49,776$4.94M0.32%-1,39013F-HRTimelineGroup
Arcadia Wealth Management, LLC49,758$4.94M2.16%-10613F-HRTimeline
1ST SOURCE BANK49,751$4.94M0.27%+61613F-HRTimeline
Logan Stone Capital, LLC49,363$4.9M2.3%-1,91013F-HRTimeline
LITTLE HOUSE CAPITAL LLC49,273$4.89M1.22%+2,51913F-HRTimeline
Blueprint Investment Partners LLCgroup of 2 filers holding49,113$4.87MnewTimeline
PFG Investments, LLC49,091$4.87M0.29%-67813F-HRTimeline
Ironwood Financial, llc49,215$4.87M1.04%013F-HRTimeline
Forum Private Client Group LLC48,978$4.86M1.87%-67813F-HRTimeline
Financial Advocates Investment Manageme…48,601$4.85M0.4%-123,16413F-HRTimeline
Canton Hathaway, LLC48,700$4.83M0.99%-49,51613F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC48,280$4.79M0.03%+4,58513F-HR/ATimelineGroup
QUATTRO FINANCIAL ADVISORS LLC48,152$4.78M1.68%-1,06913F-HRTimeline
Coign Capital Advisors LLC47,887$4.75M3.22%+2,64513F-HRTimeline
LEUTHOLD GROUP, LLC47,795$4.74M0.57%013F-HRTimeline
IEQ CAPITAL, LLC47,381$4.7M0.03%+4,26913F-HRTimeline
Pinnacle Wealth Planning Services, Inc.47,258$4.69M0.62%+3,45313F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC47,176$4.68M1.85%+8613F-HRTimeline
Kagan Cocozza Asset Management47,035$4.67M3.58%+1,07013F-HRTimeline
AtlasMark Financial, Inc46,658$4.63M3.52%+9,38313F-HRTimeline
Canvas Wealth Advisors, LLC46,878$4.61M0.91%+1,30113F-HRTimeline
Jackson, Grant Investment Advisers, Inc.46,076$4.57M1.68%+88813F-HRTimeline
One Capital Management, LLC45,874$4.55M0.16%+14,58113F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC45,793$4.54M0.45%+12,16213F-HRTimelineGroup
Modus Advisors, LLC45,731$4.54M1.35%+1,48713F-HRTimeline
Sharper & Granite LLC45,950$4.53M1.72%+2,32213F-HRTimeline
Conservest Capital Advisors, Inc.45,388$4.5M0.44%-17,54613F-HRTimeline
ALPS ADVISORS INCin group ALPS ADVISORS INC45,215$4.49M0.03%new13F-HRTimelineGroup
Newport Capital Group, LLC45,125$4.48M3.03%+2,03813F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC44,768$4.44M0.02%-9,60113F-HRTimelineGroup
PKS Advisory Services, LLC44,269$4.39M1.12%-7,43513F-HRTimeline
Jaffetilchin Investment Partners, LLC44,127$4.38M0.29%+12913F-HRTimeline
Park Place Capital Corp44,045$4.35M0.99%+43,06013F-HRTimeline
Compagnie Lombard Odier SCmA43,800$4.34M0.06%+20013F-HRTimeline
WBH ADVISORY INC43,764$4.34M0.37%-11813F-HRTimeline
FIRST AMERICAN TRUST, FSB43,669$4.33M0.35%-51313F-HRTimeline
Parallax Volatility Advisers, L.P.43,651$4.33M0.17%013F-HRTimeline
Sound View Wealth Advisors Group, LLC43,418$4.31M0.32%+2,57613F-HRTimeline
F/m Investments LLC43,322$4.3M0.16%013F-HRTimeline
Optas, LLC43,303$4.3M0.82%+43113F-HRTimeline
Aspect Partners, LLC43,231$4.29M2.11%+3,40513F-HRTimeline
TI-TRUST, INC42,906$4.26M2.85%+17813F-HRTimeline
Joseph P. Lucia & Associates, LLC42,838$4.25M1.74%+2,32213F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC42,772$4.24M0.85%+1,26513F-HRTimeline
MassMutual Private Wealth & Trust, FSB42,506$4.22M0.11%+18,08613F-HRTimeline
RiverGlades Family Offices LLC42,426$4.21M2.76%+90213F-HRTimeline
KG Capital Management42,366$4.2M1.24%-2,63913F-HRTimeline
Simmons Bankin group Simmons Bank42,091$4.18M0.3%-51413F-HRTimelineGroup
Compton Financial Group, LLC42,073$4.17M1.09%-12,79113F-HRTimeline
Waldron Private Wealth LLC42,030$4.17M0.18%-4,21913F-HRTimeline
Simplicity Wealth,LLC42,010$4.17M0.17%-22,82613F-HRTimeline
Tradition Wealth Management, LLC41,996$4.17M0.33%-2,82313F-HRTimeline
Cannon Wealth Management Services, LLC41,984$4.16M3.4%+1,24813F-HRTimeline
OARSMAN CAPITAL, INC.41,816$4.15M0.65%+2,03013F-HRTimeline
Blue Edge Capital, LLC41,810$4.15M0.62%new13F-HRTimeline
American State Bank (Iowa)41,171$4.08M2.26%-19,48713F-HRTimeline
ARBOR TRUST WEALTH ADVISORS, LLC40,885$4.06M1.98%-12,80313F-HRTimeline
Wise Wealth Partners40,640$4.03M6.73%+38,25513F-HRTimeline
Capital Advisors Wealth Management, LLC40,239$3.99M0.63%-2,87513F-HRTimeline
Penney Financial, LLC40,166$3.98M2.03%+30,20213F-HRTimeline
Innovative Wealth Building LLC40,067$3.97M3.29%+6,04213F-HRTimeline
Counterweight Ventures, LLC39,835$3.95M2.58%+51113F-HRTimeline
Patriot Financial Group Insurance Agenc…39,809$3.95M0.45%+4,92513F-HRTimeline
Legacy Wealth Management, LLC39,614$3.93M0.24%+3,16013F-HRTimeline
Enterprise Bank & Trust Co39,041$3.87M1.45%-1,41613F-HRTimeline
Mechanics Bank Trust Department38,907$3.86M0.55%-5,64213F-HRTimeline
Flagship Private Wealth, LLC38,682$3.84M1.63%+6,26913F-HR/ATimeline
Arista Wealth Management, LLC38,680$3.84M0.53%+1,32513F-HRTimeline
Fortis Capital Advisors, LLC38,268$3.8M0.68%+14,92713F-HRTimeline
TD Waterhouse Canada Inc.38,368$3.79M0.03%+7,24713F-HRTimeline
PRIVATE CLIENT SERVICES, LLC38,052$3.77M1.47%+15,44113F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC38,010$3.77M0.35%-14013F-HRTimelineGroup
THOMPSON INVESTMENT MANAGEMENT, INC.37,946$3.76M0.53%+4,44513F-HRTimeline
Benchmark Wealth Management, LLC37,929$3.76M1.67%+15,97613F-HRTimeline
E&G Advisors, LLC37,866$3.76M0.97%-4,11813F-HRTimeline
Family Investment Center, Inc.37,846$3.75M0.85%-1,24513F-HRTimeline
Foundations Investment Advisors, LLC37,828$3.75M0.06%-121,04913F-HRTimeline
5T Wealth, LLC37,784$3.75M1.91%+15,77813F-HRTimeline
Stonekeep Investments, LLC37,633$3.73M2.51%+46813F-HRTimeline
WAYCROSS PARTNERS, LLC37,110$3.68M0.35%013F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC37,101$3.68M<0.01%+8,04813F-HRTimelineGroup
LAKE STREET PRIVATE WEALTH, LLC37,086$3.68M0.52%+4,68713F-HRTimeline
Canal Capital Management, LLC36,996$3.67M0.58%+13,37913F-HRTimeline
SALEM INVESTMENT COUNSELORS INC36,738$3.64M0.12%+3,11913F-HR/ATimeline
Winthrop Capital Management, LLC36,593$3.63M0.92%-70013F-HRTimeline
Compass Ion Advisors, LLC36,145$3.59M0.39%+74413F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …36,125$3.58M0.69%-14,13013F-HRTimeline
DAVENPORT & Co LLC36,115$3.58M0.02%-13,85013F-HRTimeline
SMITH, MOORE & CO.36,056$3.58M0.3%+46613F-HRTimeline
Midwest Trust Co36,032$3.57M0.05%13F-HRTimeline
Intergy Private Wealth, LLC35,895$3.56M1.21%+70513F-HRTimeline
MPS Loria Financial Planners, LLC35,718$3.54M1.04%+45113F-HRTimeline
MorganRosel Wealth Management, LLC35,698$3.54M0.97%+4,39313F-HRTimeline
Financial Strategies Group, Inc.35,905$3.52M0.73%+58313F-HRTimeline
Snowden Capital Advisors LLC35,406$3.51M0.1%-1,27413F-HRTimeline
Dynamic Advisor Solutions LLC35,320$3.5M0.11%+74213F-HRTimeline
Charter Capital Management, LLC\DE34,873$3.46M2.03%13F-HRTimeline
NYL Investors LLC34,852$3.46M0.95%-1,14813F-HRTimeline
Cheviot Value Management, LLC34,897$3.45M0.4%+27913F-HRTimeline
CONTINENTAL INVESTORS SERVICES, INC.34,569$3.45M6.2%+2,47613F-HRTimeline
ADIRONDACK TRUST CO34,745$3.45M1.25%+3,06313F-HRTimeline
Sovran Advisors, LLC34,924$3.43M0.36%+24,53313F-HRTimeline
Capital Management Associates, Inc34,308$3.4M1.08%-25,52013F-HRTimeline
Exchange Bank34,273$3.4M2.69%-5,07813F-HRTimeline
Accel Wealth Management33,374$3.31M1.11%-1,29613F-HRTimeline
Tradewinds, LLC.33,296$3.3M2.51%+26,97513F-HRTimeline
Merkkuri Wealth Advisors LLC33,296$3.3M2.51%+1,12013F-HRTimeline
EFG Private Wealth Management (Americas…33,064$3.28M0.6%new13F-HRTimeline
VISTA INVESTMENT PARTNERS II, LLC33,038$3.28M1.58%-6,39613F-HRTimeline
Wealth Management Associates, Inc.32,944$3.27M1.27%+1,24113F-HRTimeline
PRIVATE TRUST CO NA32,773$3.25M0.31%-6,74513F-HRTimeline
LPWM LLC32,598$3.23M0.94%-67713F-HRTimeline
Gryphon Financial Partners LLC32,479$3.22M0.42%-10913F-HRTimeline
Aletheian Wealth Advisors LLC32,426$3.22M1.58%-15613F-HRTimeline
IFG Advisory, LLC32,348$3.21M0.16%+69813F-HRTimeline
STOCK YARDS BANK & TRUST CO31,942$3.17M0.11%-5,92013F-HRTimeline
FAMILY WEALTH PARTNERS, LLC31,825$3.16M1.26%-4,74413F-HRTimeline
Sincerus Advisory, LLC31,809$3.13M2.94%+1,05213F-HRTimeline
Randall & Associates Wealth Management31,514$3.13M2.4%-26113F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP31,294$3.1M<0.01%-61813F-HRTimelineGroup
STERLING INVESTMENT ADVISORS LLC /ADV31,048$3.08M1.6%-2,34113F-HRTimeline
Maia Wealth LLC30,960$3.07M0.59%+2,40013F-HRTimeline
AMG National Trust Bank30,922$3.07M0.08%-1,65613F-HRTimeline
Compass Financial Group, Inc.30,921$3.07M1.54%-47713F-HRTimeline
Maxele Advisors, LLC30,904$3.07M2.67%-21413F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…30,700$3.05M1.1%-1,17613F-HRTimeline
Thrive Wealth Management, LLC30,488$3.02M0.49%new13F-HRTimeline
Hickory Point Bank & Trust30,475$3.02M2.44%-11,19013F-HRTimeline
Alhambra Investment Management LLC30,431$3.02M1.5%-19913F-HRTimeline
Northwest Capital Management Inc30,363$3.01M1.63%-4,79013F-HRTimeline
Madrona Financial Services, LLC30,210$3M0.72%+1,12313F-HRTimeline